Latest Institutional Transactions on Vanguard S&P Mid Cap 400 Growt (IVOG)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 Growt (IVOG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-2.76K- 9.42% |
$237K - $258K
|
26.6K
$3.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
150New |
$12.9K - $14K
|
150
$17.2K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$8.57K - $9.35K
|
100
$11.5K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.7K- 66.05% |
$2.75M - $6.06M
|
16.8K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
200+ 100.0% |
$16.8K - $37K
|
400
$46K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.27KNew |
$275K - $605K
|
3.27K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.25K+ 100.0% |
$105K - $231K
|
2.49K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.7K+ 100.0% |
$1.15M - $2.53M
|
27.4K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
1.19K+ 99.92% |
$99.9K - $220K
|
2.38K
$273K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
33+ 8.75% |
$2.77K - $6.11K
|
410
$47.1K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
29+ 100.0% |
$2.44K - $5.37K
|
58
$6.66K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
300+ 100.0% |
$25.2K - $55.5K
|
600
$68.9K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
126New |
$10.6K - $23.3K
|
126
$14.5K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
148+ 100.0% |
$12.4K - $27.4K
|
296
$34K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
331New |
$27.8K - $61.2K
|
331
$38K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
1.25K+ 100.0% |
$105K - $232K
|
2.51K
$288K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 100.0% |
$336 - $740
|
8
$919
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
89New |
$7.48K - $16.5K
|
89
$10.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-111- 98.23% |
$9.32K - $20.5K
|
2
$230
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.91K+ 91.8% |
$245K - $539K
|
6.08K
$699K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.34K+ 134.87% |
$113K - $248K
|
2.34K
$269K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
12New |
$1.01K - $2.22K
|
12
$1.38K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.41K+ 100.0% |
$119K - $261K
|
2.82K
$324K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
451+ 100.0% |
$37.9K - $83.4K
|
902
$104K
|
|
| Q4 2022 | |||||||
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.49KNew |
$119K - $271K
|
1.49K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$107K - $245K
|
1.34K
$154K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$638 - $1.46K
|
8
$919
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
373New |
$29.7K - $67.9K
|
373
$42.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
400New |
$31.9K - $72.9K
|
400
$46K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8+ 160.0% |
$638 - $1.46K
|
13
$1.49K
|
|
|
Feb 10, 2023
Q4 2022
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.42KNew |
$193K - $440K
|
2.42K
$278K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
217New |
$17.3K - $39.5K
|
217
$24.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
411New |
$32.8K - $74.9K
|
411
$47.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
167New |
$13.3K - $30.4K
|
167
$19.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-156Closed |
$12.4K - $28.4K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.91K- 99.87% |
$617K - $745K
|
10
$1.15K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-168- 9.93% |
$13.1K - $15.8K
|
1.52K
$175K
|
|
|
Nov 04, 2022
Q3 2022
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-328- 45.18% |
$25.6K - $30.9K
|
398
$45.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.06KNew |
$161K - $194K
|
2.06K
$237K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
81+ 20.98% |
$6.32K - $7.63K
|
467
$53.7K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-172Closed |
$13.2K - $16.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-86Closed |
$6.61K - $8.33K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-522Closed |
$40.1K - $50.6K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-315Closed |
$24.2K - $30.5K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-233KClosed |
$17.9M - $22.6M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-70Closed |
$5.38K - $6.78K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-990Closed |
$88.8K - $104K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-597Closed |
$53.5K - $63K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.5KNew |
$1.48M - $1.74M
|
16.5K
$1.9M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.78KClosed |
$339K - $399K
|
0
$0
|
|